A recent release to the Workiva Platform included improvements to the following products and features:
Designed Reporting
Lock Floating Object properties feature now available in Documents
Pasting images into Workiva Documents
Workiva Platform
Header mapping for PDF accessibility
Find improvements on large documents
Workspaces
Created the View Workspace Memberships ability
Designed Reporting
Lock Floating Object Properties feature now available in Documents
Lock Object Properties gives you greater control over your document layout. With this update, you can lock down position, size, and all other object properties for Floating Objects in Documents. Simply right-click on an object and select Lock object properties. Your layout is now secure from unintentional changes.
This feature was built to ensure uninterrupted collaboration. While object properties are locked, authors can continue to seamlessly work together on the contents within the object. Examples include changing text, updating cell values, or refining chart designs, etc.
To resize, reposition, or change any other object property, simply right-click and select Unlock object properties. Make your desired changes and lock again.
This feature is currently only available on floating objects in Documents. This will be in Presentations soon.
Note: This is only available in workspaces with the Designed Reporting Extension. Contact your CSM for more information.
Pasting images into Workiva Documents
You can now continue to paste images into Workiva Documents from your clipboard when you have a floating object selected, or are actively editing text in a floating object. Previously, this action did not work as expected.
Note: This only applies to workspaces with the Designed Reporting Extension.
Workiva Platform
Header mapping for PDF Accessibility
Using your style guide, you can now map your heading styles for PDF accessibility. Map your heading one at a time for each style and heading tags will be added when Tag for web accessibility advanced PDF export option is selected.
Find improvements on large documents
Improvements have been made to make find in Documents, Presentations, and Spreadsheets now works faster on large documents.
Workspaces
Created the View Workspace Memberships ability
We've created the View Workspace Memberships ability to increase your control over who can see a list of all workspace members through the workspace settings people icon in the top left.
This may impact what some users see. All roles, expect for the Limited Starter and Workspace Member roles, will now have the View Workspace Memberships ability and will be able to access People.
You can also create custom roles to exclude this ability if you want to limit access to the view People and list of workspace memberships for security and privacy reasons.